SMSF Documents & SMSF Academy Melbourne

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CPD TRAINING
Grow your SMSF knowledge with our comprehensive online learning platform, via events, courses and webinars.

More info on CPD Training

SMSF DOCUMENTS
The most in-depth range of legal, pension & compliance documents available, integrated with your SMSF software

SMSF Documents List

PACKAGES
Enjoy all the benefits of our subscription packages for you and your team, saving you time and money, leveraging what the best practitioners use.

Become a member

smart

Aaron Dunn

CEO & Co-founder
Smarter SMSF

We believe that

people stick together

Pascoe Partners Accountants

smarter

than your average

View CPD packages

Over 15+ CPD hours delivered live each calendar year, including four quarterly updates, SMSF tax planning and much more.

Live webinar training

Access to webinar recordings

Over 60 hours of accredited CPD training is available to watch on the Smarter SMSF platform at anytime and on any device

Face to face / virtual events

Smarter SMSF runs events throughout the year including its annual SMSF day, along with a range of specialist masterclass events.

Multiple subscription options

Available for single user or for a business (up to 5 staff) to access quarterly updates or all webinar events throughout the year.

Track your CPD

All training completed via the Smarter SMSF platform is awarded a CPD certificate and collates your hours through your user profile.

SMSF Accredited Educator

Smarter SMSF is an accredited educator with the SMSF Association, recognised as an educators that sets us apart from other providers SMSF sector.

"As a member, I Iove that we have access to what going on with super legislation (with the webinar updates) and the ability to watch these at anytime via the Smarter SMSF platform. It allows us to keep up-to-date and take advantage of opportunities with our clients in a timely fashion"

Ati Ardian

Register for an upcoming event

Smarter SMSF October Update

by Smarter SMSF

11-10-2023 to

#Free

Save the date for this upcoming event – more

Starter, smarter, smartest – SMSF course update

by Smarter SMSF

31-10-2023 to

#Free

Save the date for this upcoming event – more

SMSF Adviser Summit – Brisbane

by Smarter SMSF

18-10-2023 to

#Paid

About the Summit Looking to stay ahead of the

SMSF Adviser Summit – Melbourne

by Smarter SMSF

25-10-2023 to

#Paid

About the Summit Looking to stay ahead of the

SMSF Adviser Summit – Sydney

by Smarter SMSF

17-10-2023 to

#Paid

About the Summit Looking to stay ahead of the

Find out more about what’s on the Smarter SMSF event calendar

VIEW UPCOMING EVENTS

SMSF document provider

RJS Accounting

smarter

choice as

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See document list

Create from more than 70+ legal, pension and compliance documents that are regularly reviewed by our SMSF specialist team and maintained with the current super & tax laws.

Best practice SMSF documents

Key integrations

Save time with our seamless 2-way integrations with your SMSF software (BGL, Class & SuperMate), along with various government agencies for company incorporations (ASIC) and for ABN/TFN registrations (ABR).

Delivered instantly

Don't waste time using your own templates and relying on others to create for you. Access your generated documents within minutes of them being submitted, saving you time and focusing on what you do best.

Built & owned by us

All SMSF documents are built by, owned and maintained by Smarter SMSF. This ensures that there will be no change to your provider as our team of specialists and members collaborate to build best-of-breed documents.

Access to legal support

Smarter SMSF provides legal support through our partnership with Hill Legal, giving you the confidence that our documents are backed with the help that you may need.

Multiple subscription options

Save money by choosing a subscription that suits the size of your business. Create from 25 documents p.a, which is available as either a monthly or annual subscription.

"As a small firm it is great having access to training, documents & support when needed to deliver a high level of service to our clients. The response time is incredible and the BGL integration to create these documentation for our clients is invaluable, saving us significant time."

Kylie Anderson

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SMSF foundations course

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GROW YOUR SMSF KNOWLEDGE

A fully responsive accredited online SMSF course built for practitioners to help you understand the core requirements of self-managed super funds. The course is currently made up of 7 modules and provides 21 CPD hours upon successful completion.

"We've had a bunch of new staff come through this year and the content has been phenomenal for them. It feels like they've gained a month compared to using other courses."

Doug Ballard